705.522.1422

Maximizing Your Wealth

Protecting Your Assets

Minimizing Your Taxes

Developing Your Succession Plan

David Yurich has been one of Sudbury’s financial planning leaders for over 25 years. He specializes in the FINANCIAL PLAN DESIGN, IMPLEMENTATION & WEALTH MANAGEMENT and SUCCESSION PLANNING STRATEGIES for all financial plans written for Sound Financial Strategies’ & David Yurich Wealth Management clients.

David helps business owners, professionals and high net worth families build, preserve and transfer their wealth. His clients have benefited from his INSIGHTFUL EXPERTISE in recouping significant tax dollars; to the successful implementation of their long-term estate plans; to generating the highest returns in their financial investment portfolios. The RESULTS speak for themselves: happy, long-term clients who achieve their financial goals.

LOOKING AT THINGS FROM A DIFFERENT PERSPECTIVE GIVES YOU A BETTER PERSPECTIVE

David Yurich Wealth Management is a financial planning firm centrally located in Sudbury, with a mission to provide independent asset and wealth management services for families across generations. The firm offers a diverse range of financial planning investments, tax minimization, mortgage*, securities and estate planning services. The firm provides service to clients in Sudbury, Timmins, North Bay, Manitoulin Island, Espanola, Barrie, Toronto, Kitchener/ Waterloo, Guelph and London.

Our Financial Planning & Wealth Management Strategies:

Create retirement income solutions to help ensure you outlive your savings.

Construct your life insurance strategy to be an investment, not just a legacy for the next generation.

Our financial experts proactively analyze future trends, emerging markets and research future opportunities that offer the best ROI for our clients. We position ourselves at the cusp of industry intelligence and participate in financial mastermind conversations about the industry, technology and investment tools and strategies.

Customer Testimonials

“Dave Yurich took a personal interest in the overall financial planning and management for our family’s needs. He sought to fully understand our current needs and long term desires in order to establish an effective financial plan that will provide security for us and our family in the future.”

“My financial advisor takes the time to get to know me as an individual and they earn my
business by making me feel like a real person, not a number. Their advice on my personal
finances and those of my family’s, is rock solid and never doubted. Their track record
speaks for itself!”

Estate and Trust Planning

Helping you document your goals and assist in formulating your Will and any related Inter Vivos, Testamentary Trusts.

Making sense of recent tax policy changes and how they affect you in regards to Testamentary, Graduated Rate Estates and Qualified Disability Trusts (QDT).

Professionally administer, settle and manage estate and trusts of varying complexity and value in our capacity as executors and or trustee.

Provide Executor assistant. We can help you with all major duties like tracing and protecting assets, paying and filing tax returns and more.

Implement innovative strategies designed to minimize taxes and facilitate the transfer of wealth.

Develop and facilitate charitable giving solutions. Our specialists can assist you with all facets of legacy planning.

Establishing a private foundation.

Day-to-day administration from our unique Instant Office.

Managing the foundation’s investments.

Consultation on strategic granting and gift planning.

Stock and Securities

Diversification maximizes your financial portfolio returns by investing in different financial vehicles that each react differently to the same event.

You have the flexibility of choice in your stock portfolio.

We are an independent investment firm that has access to all of the best financial products within the securities industry.

We are not tied to one financial stock or securities product or brand.

We provide objective financial strategies that best serve your needs.

You have security in knowing that we are backed by a leading multi-national services provider and Canada’s most international bank – HollisWealth®

HollisWealth® is a full service investment dealer and a member of the Investment Industry Regulatory Association of Canada (IIROC) and the Canadian Investor Protection Fund.

Lunch and Learn with Lori MoggyOn Wednesday November 25th, 2015 at 12:00 p.m., Lori Moggy came into our office for a Lunch and Learn to discuss the topic of Reversed Mortgages in Canada. Lori is a licensed Mortgage Agent at HQ Mortgages in Sudbury Ontario and has over 25 years of experience in the financial services sector, with a strong...Read More >

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. Insurance Products are provided by HollisWealth Insurance Agency Ltd. This information has been prepared by David Yurich Wealth Management for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion if iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. David Yurich can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. David Yurich Wealth Management is a personal Trade name of David Yurich.